BIG TECH· Jul 31, 2026
Coverage Timeline
newest first- Jul 31, 2026BIG TECHSpaceX Won't Remove All of xAI's Turbines Until 2027→
- Jul 30, 2026BIG TECHSpaceX Wins $1.6B Space Force Launch Contract$1.6B contract→
- Jul 29, 2026IPOThe Case For Calling 2026 the Mega-IPO Era→
- Jul 29, 2026IPOThis Week's New S-1 Filers: A Mixed IPO Signal→
- Jul 28, 2026IPOWhat SpaceX's Whipsaw Means For The Next Mega-IPO→
- Jul 28, 2026IPOWhy Half Of 2026's IPO Class Trades Underwater~50% underwater→
- Jul 28, 2026IPOSpaceX Shares Whipsaw, Briefly Erase $1.2 Trillion~$1.2T erased→
- Jul 28, 2026IPOSpaceX Stock Buys By Lawmakers Draw Conflict Scrutiny→
- Jul 27, 2026IPOSpaceX Stock Sinks Toward Record Insider Unlock$116B Insider Unlock→
- Jul 24, 2026IPOPlaid, Verkada Quietly Line Up Banks for IPOs→
- Jul 24, 2026BIG TECHSpaceX's Starship Flight 13 Nails First Starlink V3 Deploy→
- Jul 23, 2026IPOGoogle Discloses $94.1B SpaceX, $124B Anthropic Stakes$218B Combined Stakes→
- Jul 23, 2026IPOSpaceX Shares Fall Below Their IPO Price for First TimeBelow $135 IPO Price→
- Jul 23, 2026BIG TECHAlphabet's Record $112B Profit Gets Punished Anyway$112.1B net profit→
- Jul 23, 2026AICursor, Soon SpaceX's, Expands Its CFO Council→
- Jul 22, 2026IPOTech IPO Pipeline Swells to $2.1 Trillion, Forge Says$2.1T Pipeline→
- Jul 22, 2026IPOAfter SpaceX's $2T Debut, Investors Chase the 'Magnificent Three'>$200B combined liquidity→
- Jul 22, 2026IPOStarfighters Space Amends IPO Filing as Space Sector Heats Up~$17.5M PIPE raise→
- Jul 22, 2026IPOAfter SpaceX's $2T Debut, Investors Eye Anthropic and OpenAI→
- Jul 21, 2026IPOGoldman Sachs Launches Private Markets Platform for Rich Investors→
- Jul 21, 2026IPOSuper Micro Surges 15% on New AI Server Orders Tied to SpaceX+15% on $60B orders→
- Jul 21, 2026IPOSuper Micro Surges 15% on New Order Tied to SpaceX→
- Jul 21, 2026IPOSpaceX Sets Earnings Date That Triggers First Big Share Unlock→
- Jul 21, 2026IPOSpaceX's First Earnings Date Triggers a Massive Share UnlockUp to 911.5M shares→
- Jul 21, 2026IPOGoldman Sachs Builds Private Markets Platform to Chase the Next SpaceX→
- Jul 20, 2026IPOSpaceX Is Down 39% From Its Post-IPO High. Now What?-39% from post-IPO high→
- Jul 20, 2026FUNDINGSpace Tech's Quiet Record: $7.5B in Q2 as SpaceX Wobbles$7.5B Q2 space funding→
- Jul 19, 2026IPOWhy 2026's IPO Class Is Splitting Into Two Tapes→
- Jul 18, 2026IPOWhat SpaceX's 105x Multiple Means for the IPO Pipeline~105x implied multiple→
- Jul 18, 2026IPOWall Street's $800 SpaceX Target Meets a 42% Crash$225 median target→
- Jul 17, 2026IPOPublic Markets Are Stress-Testing the AI Infra Trade→
- Jul 17, 2026IPOIPO Party Faces Down Volatility, Sinking SpaceX→
- Jul 17, 2026IPOSpaceX Falls Further as Starship Test Flight Aborted→
- Jul 16, 2026IPOThe IPO Pipeline Is Quietly Getting Longer→
- Jul 16, 2026IPOSpaceX Stock Slide Costs Musk Trillionaire StatusBelow $135 IPO price→
- Jul 15, 2026IPOSpaceX Shares Slip Below Their $135 IPO PriceBelow $135/share→
- Jul 15, 2026FUNDINGA SpaceX Vet Raised $65M to Fix Wire Harnesses$65M→
- Jul 12, 2026IPOJames Murdoch's SpaceX Bet Nets $7.5 Billion$7.5B windfall (est.)→
- Jul 9, 2026BIG TECHMusk Praises Anthropic's Mythos, Vows Not to Cut It Off→
- Jul 9, 2026IPOThis Week's Quiet IPO Calendar Is the Real Story→
- Jul 7, 2026IPOSpaceX, Anthropic, OpenAI: Pricing the Trillion-Dollar Trio$2T, $965B, $852B -- three of the largest filings ever→
- Jul 4, 2026IPOWhy 2026's Marquee AI IPOs Keep Slipping to 2027Potential delay to 2027→
- Jul 4, 2026IPOSmall-Cap Tech IPOs Are Having a Quiet Moment in 2026IPO count +7.95% YoY→
- Jul 3, 2026IPOSpaceX Set to Join Nasdaq-100, Unlocking ~$4.3B in Fund Buying~$7.3B combined passive inflows→
- Jul 2, 2026IPOIPOs and M&A Soared to a Record $113B in Q2 2026 as the AI Boom Reshapes Exits$113B in $1B+ M&A (record quarter)→
- Jul 2, 2026FUNDINGCrunchbase: Global Startup Funding Hit a Record $510B in H1 2026 as AI Swallows the Market$510B H1 2026→
- Jul 1, 2026AISpaceX Has an AI Device Prototype, Report Says — Then Musk Publicly Denies ItDenied by Musk→
- Jul 1, 2026IPOAsia AI Group Files Fresh S-1, Widening the AI-Branded IPO Pipeline Beyond the Frontier LabsS-1 filed→
- Jun 29, 2026IPOQ2 2026 Delivers the Most Billion-Dollar Startup Exits Since the 2021 PeakMost $1B+ exits since 2021→
- Jun 29, 2026IPOCrunchbase: Q2 2026 Delivered the Most Billion-Dollar Startup Exits Since the 2021 PeakMost exits since 2021→
- Jun 29, 2026AICursor Launches a Mobile App to Steer Your Coding Agent on the GoMobile agent control→
- Jun 29, 2026IPOQ2 2026 Delivered the Most Billion-Dollar Startup Exits Since 2021Most exits since 2021→
- Jun 26, 2026BIG TECHFTC Clears Elon Musk to Acquire SpaceX-Alumni Startup MeshFTC clearance→
- Jun 26, 2026BIG TECHOpenAI, SpaceX and the Scramble to Build Custom AI Chips -- and Escape NvidiaCustom silicon→
- Jun 26, 2026BIG TECHFTC Clears Musk to Acquire Mesh, the SpaceX-Alumni Optical-Interconnect StartupMesh acquisition→
- Jun 25, 2026IPOSpaceX's $60B Cursor Deal Puts the US on Track for a Record Startup M&A Year$119.8B+ YTD→
- Jun 25, 2026BIG TECHSpaceX Acquires AI Coding Startup Cursor for $60B in the Year's Largest Startup M&A Deal$60B→
- Jun 24, 2026AIAI Was Supposed to Kill Engineering Jobs -- New Data Suggests They're the Most Resilient→
- Jun 24, 2026FUNDINGValor Equity Partners Looks to Raise a $2.5B Fund VII on Its SpaceX and Anduril Marks$2.5B target→
- Jun 22, 2026AISpaceX Signs a $6.3B Compute Deal to Rent GPUs to Open-Source Lab Reflection AI$6.3B→
- Jun 21, 2026BIG TECHSpaceX to Acquire Cursor for $60B in Stock -- the Largest Buyout of a Venture-Backed Startup Ever$60B→
- Jun 19, 2026BIG TECHNASA Picks Eric Schmidt's Relativity Space for a 2028 Mars Mission, Setting Up a Race With SpaceX2028 Mars mission→
- Jun 18, 2026BIG TECHSpaceX Buys Cursor Maker Anysphere in $60B All-Stock Deal~$60B→
- Jun 18, 2026IPOSpaceX (SPCX) -- Record $85.7B IPO, Up 58% in Four Sessions$85.7B→
- Jun 18, 2026AI'xAI Is a Failure': A Leading AI Researcher Calls Out Musk's Lab3 leaders→
- Jun 16, 2026BIG TECHSpaceX Buys Cursor for $60B in All-Stock Deal -- Its First Move as a Public Company$60B→
- Jun 15, 2026IPOSpaceX IPO Shatters Records: $85.7B Raised, Valuation Crosses $2 Trillion$85.7B→
- Jun 9, 2026BIG TECHFAANG Is Dead -- Wall Street Crowns 'MANGOS' as the New Big Tech$10T+ combined market cap→
All Coverage
BIG TECH
SpaceX Won't Remove All of xAI's Turbines Until 2027
SpaceX confirmed it will keep running dozens of unpermitted gas turbines powering xAI's Memphis data centers for another year, even as it builds a permanent 1.2-gigawatt gas plant to replace them.
Jul 31, 2026BIG TECH· Jul 30, 2026
SpaceX Wins $1.6B Space Force Launch Contract
BIG TECH$1.6B contract
SpaceX Wins $1.6B Space Force Launch Contract
The Space Force awarded SpaceX $1.6 billion across two task orders to launch 18 Falcon 9 missions carrying missile-tracking satellites, on a two-month acquisition timeline the Pentagon called unprecedented.
Jul 30, 2026IPO· Jul 29, 2026
The Case For Calling 2026 the Mega-IPO Era
IPO
The Case For Calling 2026 the Mega-IPO Era
IPO pops are nearing 10-year highs and tech is leading the way, with $34.2 billion raised through May -- up 163.9% year-over-year -- setting up 2026 as the strongest new-issue market in a decade even before SpaceX and CXMT's blockbuster debuts.
Jul 29, 2026IPO· Jul 29, 2026
This Week's New S-1 Filers: A Mixed IPO Signal
IPO
This Week's New S-1 Filers: A Mixed IPO Signal
Seven operating companies filed fresh S-1 registration statements with the SEC this week, a reminder that beneath the SpaceX- and Anthropic-scale mega-IPO headlines, a steady stream of smaller and micro-cap issuers keeps testing the public markets.
Jul 29, 2026IPO· Jul 28, 2026
What SpaceX's Whipsaw Means For The Next Mega-IPO
IPO
What SpaceX's Whipsaw Means For The Next Mega-IPO
SpaceX's $1.2 trillion Tuesday swing is a live pricing lesson for Anthropic and OpenAI, both moving toward IPOs of their own at valuations near $965 billion and $852 billion, respectively.
Jul 28, 2026IPO· Jul 28, 2026
Why Half Of 2026's IPO Class Trades Underwater
IPO~50% underwater
Why Half Of 2026's IPO Class Trades Underwater
203 companies have gone public on the NYSE or Nasdaq in 2026, but roughly half now trade below their offering price -- and Tuesday's SpaceX whipsaw shows exactly why scarcity-driven IPO pops keep failing to hold.
Jul 28, 2026IPO· Jul 28, 2026
SpaceX Shares Whipsaw, Briefly Erase $1.2 Trillion
IPO~$1.2T erased
SpaceX Shares Whipsaw, Briefly Erase $1.2 Trillion
SpaceX stock briefly fell more than 20% below its June IPO price on Tuesday, wiping out roughly $1.2 trillion in paper value before paring losses, as the thin public float that fueled its post-IPO pop now works in reverse.
Jul 28, 2026IPO· Jul 28, 2026
SpaceX Stock Buys By Lawmakers Draw Conflict Scrutiny
IPO
SpaceX Stock Buys By Lawmakers Draw Conflict Scrutiny
Members of Congress with oversight of NASA and defense contracting have disclosed personal purchases of SpaceX stock since its IPO, raising fresh conflict-of-interest concerns just as lawmakers weigh new space and satellite legislation.
Jul 28, 2026IPO· Jul 27, 2026
SpaceX Stock Sinks Toward Record Insider Unlock
IPO$116B Insider Unlock
SpaceX Stock Sinks Toward Record Insider Unlock
SpaceX shares are trading roughly 42% below their post-IPO peak heading into the company's first public earnings report and a record insider share unlock.
Jul 27, 2026IPO· Jul 24, 2026
Plaid, Verkada Quietly Line Up Banks for IPOs
IPO
Plaid, Verkada Quietly Line Up Banks for IPOs
Two well-capitalized infrastructure unicorns are separately testing the IPO waters, suggesting the reopened window extends beyond consumer brands and SpaceX-scale mega-deals.
Jul 24, 2026BIG TECH· Jul 24, 2026
SpaceX's Starship Flight 13 Nails First Starlink V3 Deploy
BIG TECH
SpaceX's Starship Flight 13 Nails First Starlink V3 Deploy
SpaceX's 13th Starship test flight successfully deployed 20 next-generation Starlink V3 satellites for the first time and relit a Raptor engine in space, with both stages splashing down under control.
Jul 24, 2026IPO· Jul 23, 2026
Google Discloses $94.1B SpaceX, $124B Anthropic Stakes
IPO$218B Combined Stakes
Google Discloses $94.1B SpaceX, $124B Anthropic Stakes
Alphabet's Q2 filing revealed a $94.1 billion SpaceX stake and a roughly $124.3 billion Anthropic stake, with nearly $98 billion in combined paper gains helping drive a record $112 billion quarterly profit.
Jul 23, 2026IPO· Jul 23, 2026
SpaceX Shares Fall Below Their IPO Price for First Time
IPOBelow $135 IPO Price
SpaceX Shares Fall Below Their IPO Price for First Time
SpaceX shares dropped below their $135 IPO price for the first time since June, down nearly 47% from their post-listing peak, as the largest IPO in history struggles just six weeks after debuting.
Jul 23, 2026BIG TECH· Jul 23, 2026
Alphabet's Record $112B Profit Gets Punished Anyway
BIG TECH$112.1B net profit
Alphabet's Record $112B Profit Gets Punished Anyway
Alphabet posted a record $112.1 billion quarterly profit, up 298% year-over-year and driven largely by gains on its SpaceX and Anthropic stakes, yet shares fell alongside Tesla on capex worries.
Jul 23, 2026AI· Jul 23, 2026
Cursor, Soon SpaceX's, Expands Its CFO Council
AI
Cursor, Soon SpaceX's, Expands Its CFO Council
Cursor, the AI coding company being acquired by SpaceX in a $60 billion all-stock deal, expanded its CFO Council to build shared benchmarks for measuring AI's actual return on investment.
Jul 23, 2026IPO· Jul 22, 2026
Tech IPO Pipeline Swells to $2.1 Trillion, Forge Says
IPO$2.1T Pipeline
Tech IPO Pipeline Swells to $2.1 Trillion, Forge Says
Forge's tech IPO pipeline tracker now carries a cumulative $2.1 trillion in valuation across companies with announced plans or filings -- even as SpaceX and Csquare both trade below or near their debut levels.
Jul 22, 2026IPO· Jul 22, 2026
After SpaceX's $2T Debut, Investors Chase the 'Magnificent Three'
IPO>$200B combined liquidity
After SpaceX's $2T Debut, Investors Chase the 'Magnificent Three'
SpaceX's mega-IPO pushed its valuation above $2.7 trillion and record retail trading volume, fueling investor appetite for Anthropic and OpenAI's prospective listings -- a trio investors are now calling the 'Magnificent Three.'
Jul 22, 2026IPO· Jul 22, 2026
Starfighters Space Amends IPO Filing as Space Sector Heats Up
IPO~$17.5M PIPE raise
Starfighters Space Amends IPO Filing as Space Sector Heats Up
Starfighters Space, a Florida aerospace testing company, filed an amended S-1/A for its Nasdaq listing under ticker FJET, joining smaller space names riding SpaceX's IPO halo effect.
Jul 22, 2026IPO· Jul 22, 2026
After SpaceX's $2T Debut, Investors Eye Anthropic and OpenAI
IPO
After SpaceX's $2T Debut, Investors Eye Anthropic and OpenAI
With SpaceX trading as a roughly $2 trillion public company, market strategists are now mapping out how retail and institutional investors could get exposure to the next trillion-dollar AI IPO candidates, Anthropic and OpenAI.
Jul 22, 2026IPO· Jul 21, 2026
Goldman Sachs Launches Private Markets Platform for Rich Investors
IPO
Goldman Sachs Launches Private Markets Platform for Rich Investors
Goldman Sachs created a private markets platform to give wealthy investors exposure to pre-IPO companies like the next SpaceX or Stripe, formalizing Wall Street's push into late-stage private deals.
Jul 21, 2026IPO· Jul 21, 2026
Super Micro Surges 15% on New AI Server Orders Tied to SpaceX
IPO+15% on $60B orders
Super Micro Surges 15% on New AI Server Orders Tied to SpaceX
Super Micro shares jumped 15% after disclosing new AI server orders topped $60 billion and gross margins would nearly double, with CEO Charles Liang citing a new gigawatt data center build with SpaceX and xAI.
Jul 21, 2026IPO· Jul 21, 2026
Super Micro Surges 15% on New Order Tied to SpaceX
IPO
Super Micro Surges 15% on New Order Tied to SpaceX
Super Micro shares jumped 15% after disclosing a new order and improved margin outlook tied to a SpaceX-linked announcement, showing how tightly server supply chains are tethered to a few mega-cap customers.
Jul 21, 2026IPO· Jul 21, 2026
SpaceX Sets Earnings Date That Triggers First Big Share Unlock
IPO
SpaceX Sets Earnings Date That Triggers First Big Share Unlock
SpaceX snapped a seven-day losing streak and set an earnings date that coincides with its first major post-IPO share-lockup expiration, a milestone that historically pressures newly public stocks as insiders become free to sell.
Jul 21, 2026IPO· Jul 21, 2026
SpaceX's First Earnings Date Triggers a Massive Share Unlock
IPOUp to 911.5M shares
SpaceX's First Earnings Date Triggers a Massive Share Unlock
SpaceX set August 4 for its first quarterly earnings report as a public company, triggering an initial share-unlock window that could release up to 20% of restricted insider holdings starting August 6.
Jul 21, 2026IPO· Jul 21, 2026
Goldman Sachs Builds Private Markets Platform to Chase the Next SpaceX
IPO
Goldman Sachs Builds Private Markets Platform to Chase the Next SpaceX
Goldman Sachs launched a new alternative investments platform giving wealthy clients direct stakes in individual private companies rather than broad funds, as investors clamor for pre-IPO access to names like SpaceX and Stripe.
Jul 21, 2026IPO· Jul 20, 2026
SpaceX Is Down 39% From Its Post-IPO High. Now What?
IPO-39% from post-IPO high
SpaceX Is Down 39% From Its Post-IPO High. Now What?
SpaceX went public at a $1.77 trillion valuation in the largest IPO ever, peaked above $225, and now trades close to 39% below that high near its original $135 offering price.
Jul 20, 2026FUNDING· Jul 20, 2026
Space Tech's Quiet Record: $7.5B in Q2 as SpaceX Wobbles
FUNDING$7.5B Q2 space funding
Space Tech's Quiet Record: $7.5B in Q2 as SpaceX Wobbles
Space startups raised roughly $7.5 billion across 141 deals in Q2 2026, near-record territory even as SpaceX -- the sector's biggest public proof point -- trades nearly 39% below its post-IPO high.
Jul 20, 2026IPO· Jul 19, 2026
Why 2026's IPO Class Is Splitting Into Two Tapes
IPO
Why 2026's IPO Class Is Splitting Into Two Tapes
Mega-cap AI-infrastructure listings are trading like risk assets -- SpaceX down 42% from its post-IPO peak, Csquare pricing below range -- while a wave of micro-cap biotech S-1s from NuvOx and Valion Bio moves ahead on its own clinical calendar, unaffected.
Jul 19, 2026IPO· Jul 18, 2026
What SpaceX's 105x Multiple Means for the IPO Pipeline
IPO~105x implied multiple
What SpaceX's 105x Multiple Means for the IPO Pipeline
Value Add Pulse analysis: SpaceX's median analyst target implies a 105x revenue multiple even after a 42% post-IPO decline, a comp every AI-adjacent IPO hopeful will now be measured against.
Jul 18, 2026IPO· Jul 18, 2026
Wall Street's $800 SpaceX Target Meets a 42% Crash
IPO$225 median target
Wall Street's $800 SpaceX Target Meets a 42% Crash
Eighteen banks issued SpaceX targets as high as $800, but the stock has fallen ~42% from its post-IPO peak and now trades near its $135 offer price, a gap that looks like herd behavior, not analysis.
Jul 18, 2026IPO· Jul 17, 2026
Public Markets Are Stress-Testing the AI Infra Trade
IPO
Public Markets Are Stress-Testing the AI Infra Trade
Value Add Pulse analysis: Csquare's soft debut, Standard Nuclear's downsized listing, SpaceX's Starship setback and Alphabet's Gemini-delay selloff landed within 48 hours, showing markets are pricing AI-infra execution risk in real time.
Jul 17, 2026IPO· Jul 17, 2026
IPO Party Faces Down Volatility, Sinking SpaceX
IPO
IPO Party Faces Down Volatility, Sinking SpaceX
Newcomer's weekly analysis asks whether 2026's red-hot IPO window can survive SpaceX's post-listing stock collapse and a broader volatility spike, with several AI-adjacent companies still queued to list this year.
Jul 17, 2026IPO· Jul 17, 2026
SpaceX Falls Further as Starship Test Flight Aborted
IPO
SpaceX Falls Further as Starship Test Flight Aborted
SpaceX shares fell further in premarket trading after a Starship test flight was aborted when several engines failed to start, adding a fresh operational setback on top of the stock's already-below-issue-price slide.
Jul 17, 2026IPO· Jul 16, 2026
The IPO Pipeline Is Quietly Getting Longer
IPO
The IPO Pipeline Is Quietly Getting Longer
Value Add Pulse analysis: the mix of filings landing in mid-July 2026 -- SPAC revival, sustained biotech S-1s, mega-cap AI IPO prep and a wobbling SpaceX debut -- shows a pipeline broadening in kind, not just size.
Jul 16, 2026IPO· Jul 16, 2026
SpaceX Stock Slide Costs Musk Trillionaire Status
IPOBelow $135 IPO price
SpaceX Stock Slide Costs Musk Trillionaire Status
SpaceX shares fell below their $135 IPO price for the first time, erasing enough of Elon Musk's paper wealth to end his trillionaire status.
Jul 16, 2026IPO· Jul 15, 2026
SpaceX Shares Slip Below Their $135 IPO Price
IPOBelow $135/share
SpaceX Shares Slip Below Their $135 IPO Price
SpaceX stock traded below its $135 IPO price for the first time, a notable early test for one of the most anticipated public listings in recent market history.
Jul 15, 2026FUNDING· Jul 15, 2026
A SpaceX Vet Raised $65M to Fix Wire Harnesses
FUNDING$65M
A SpaceX Vet Raised $65M to Fix Wire Harnesses
A former SpaceX engineer raised $65 million to modernize wire-harness manufacturing, the labor-intensive cabling systems that route power and data through rockets, aircraft and vehicles.
Jul 15, 2026IPO· Jul 12, 2026
James Murdoch's SpaceX Bet Nets $7.5 Billion
IPO$7.5B windfall (est.)
James Murdoch's SpaceX Bet Nets $7.5 Billion
James Murdoch's roughly $120 million of pre-IPO SpaceX stock, bought in 2019 and 2020 via Lupa Systems, could now be worth as much as $7.4 billion following SpaceX's public listing, Pitchbook analysis shows.
Jul 12, 2026BIG TECH· Jul 9, 2026
Musk Praises Anthropic's Mythos, Vows Not to Cut It Off
BIG TECH
Musk Praises Anthropic's Mythos, Vows Not to Cut It Off
Elon Musk publicly praised Anthropic's Mythos and Fable models as best-in-class and promised not to cut the company off from SpaceX's compute, walking back a September 2025 prediction that Anthropic could never win.
Jul 9, 2026IPO· Jul 9, 2026
This Week's Quiet IPO Calendar Is the Real Story
IPO
This Week's Quiet IPO Calendar Is the Real Story
Beyond SK Hynix's $28-29 billion Nasdaq debut, this week's US IPO calendar is nearly empty -- a sharp contrast to June's run of SpaceX, Cerebras and Lime, and a sign the pipeline is thinner than headline enthusiasm suggests.
Jul 9, 2026IPO· Jul 6, 2026
SpaceX, Anthropic, OpenAI: Pricing the Trillion-Dollar Trio
IPO$2T, $965B, $852B -- three of the largest filings ever
SpaceX, Anthropic, OpenAI: Pricing the Trillion-Dollar Trio
SpaceX has already gone public near a $2 trillion valuation, while Anthropic and OpenAI's confidential IPO filings imply valuations of $965 billion and $852 billion, setting up 2026's biggest test of public-market AI pricing.
Jul 6, 2026IPO· Jul 4, 2026
Why 2026's Marquee AI IPOs Keep Slipping to 2027
IPOPotential delay to 2027
Why 2026's Marquee AI IPOs Keep Slipping to 2027
OpenAI is reportedly weighing a delay of its IPO to 2027 amid volatile public markets and SpaceX's choppy post-debut trading, a hesitation that could reshape the entire 2026-2027 tech IPO pipeline.
Jul 4, 2026IPO· Jul 4, 2026
Small-Cap Tech IPOs Are Having a Quiet Moment in 2026
IPOIPO count +7.95% YoY
Small-Cap Tech IPOs Are Having a Quiet Moment in 2026
Beyond the SpaceX and Bending Spoons headlines, 2026's tech IPO count is already running about 8% ahead of 2025, with smaller healthcare-data and industrial-tech filers like OneMedNet quietly testing the market.
Jul 4, 2026IPO· Jul 3, 2026
SpaceX Set to Join Nasdaq-100, Unlocking ~$4.3B in Fund Buying
IPO~$7.3B combined passive inflows
SpaceX Set to Join Nasdaq-100, Unlocking ~$4.3B in Fund Buying
SpaceX will join the Nasdaq-100 before market open on July 7, just 17 days after its June IPO -- one of the fastest index inclusions on record -- forcing an estimated $4.3B in passive index-fund buying.
Jul 3, 2026IPO· Jul 2, 2026
IPOs and M&A Soared to a Record $113B in Q2 2026 as the AI Boom Reshapes Exits
IPO$113B in $1B+ M&A (record quarter)
IPOs and M&A Soared to a Record $113B in Q2 2026 as the AI Boom Reshapes Exits
Crunchbase News reported July 2 that 32 companies went public above a $1 billion valuation in Q2 2026 and 24 more were acquired at $1 billion-plus valuations totaling a record $113 billion, headlined by SpaceX's $1.77 trillion IPO (raising $75 billion) and.
Jul 2, 2026FUNDING· Jul 2, 2026
Crunchbase: Global Startup Funding Hit a Record $510B in H1 2026 as AI Swallows the Market
FUNDING$510B H1 2026
Crunchbase: Global Startup Funding Hit a Record $510B in H1 2026 as AI Swallows the Market
Crunchbase News reported July 2 that global startup investment hit a record $510 billion in H1 2026, already exceeding the $440 billion invested in all of 2025 combined, as AI-focused companies captured more than 70% of Q2 global funding. OpenAI and Anthropic alone raised a combined $217 billion in H1 — 43% of every venture dollar deployed worldwide — while exit activity kept pace, led by SpaceX's record $75 billion IPO and its $60 billion all-stock acquisition of Cursor.
Jul 2, 2026AI· Jul 1, 2026
SpaceX Has an AI Device Prototype, Report Says — Then Musk Publicly Denies It
AIDenied by Musk
SpaceX Has an AI Device Prototype, Report Says — Then Musk Publicly Denies It
TechCrunch reported July 1 that SpaceX has been developing an AI-focused hardware device that 'sure sounds phone-ish,' citing internal sourcing on a project exploring a Starlink-connected, xAI-powered consumer device. Elon Musk publicly denied the specific report within hours, per The Verge, even as SpaceX's fresh public-market currency (following its roughly $2.1 trillion day-one IPO valuation) and its $60 billion all-stock acquisition of Cursor make a hardware-plus-AI push entirely plausible.
Jul 1, 2026IPO· Jul 1, 2026
Asia AI Group Files Fresh S-1, Widening the AI-Branded IPO Pipeline Beyond the Frontier Labs
IPOS-1 filed
Asia AI Group Files Fresh S-1, Widening the AI-Branded IPO Pipeline Beyond the Frontier Labs
Asia AI Group Inc filed a Form S-1 with the SEC on July 1, joining a wave of smaller companies filing AI-branded registration statements even as OpenAI, Anthropic and SpaceX dominate IPO headlines with valuations near or above $1 trillion. The filing adds to a growing list of small-cap AI-named S-1s this year, underscoring how far the AI-IPO enthusiasm has spread beyond the handful of marquee frontier labs getting most investor attention.
Jul 1, 2026IPO· Jun 29, 2026
Q2 2026 Delivers the Most Billion-Dollar Startup Exits Since the 2021 Peak
IPOMost $1B+ exits since 2021
Q2 2026 Delivers the Most Billion-Dollar Startup Exits Since the 2021 Peak
Startup exits worth $1 billion or more were more numerous in Q2 2026 than at any point since the 2021 market peak, according to Crunchbase data -- powered by SpaceX's record IPO (a $2.1 trillion first-day market cap on $75 billion raised), Cerebras's and Quantinuum's debuts, and SpaceX's $60 billion acquisition of Cursor. The quarter signals the long-frozen exit window has decisively reopened for late-stage tech.
Jun 29, 2026IPO· Jun 29, 2026
Crunchbase: Q2 2026 Delivered the Most Billion-Dollar Startup Exits Since the 2021 Peak
IPOMost exits since 2021
Crunchbase: Q2 2026 Delivered the Most Billion-Dollar Startup Exits Since the 2021 Peak
Crunchbase data published June 29 shows venture-backed startup exits valued at $1 billion or more hit their highest count in Q2 2026 since the 2021 market peak, headlined by SpaceX's roughly $2.1 trillion first-day market cap IPO and SpaceX's subsequent $60 billion all-stock acquisition of Cursor — the priciest purchase of a private, venture-backed startup ever, nearly double Google's $32 billion Wiz deal.
Jun 29, 2026AI· Jun 29, 2026
Cursor Launches a Mobile App to Steer Your Coding Agent on the Go
AIMobile agent control
Cursor Launches a Mobile App to Steer Your Coding Agent on the Go
Cursor, the AI coding tool now owned by SpaceX after its record $60 billion acquisition, released a mobile app that lets developers direct, monitor and approve their coding agents from a phone. The launch reflects how AI software development is shifting from line-by-line editing toward delegating and supervising autonomous agents that work in the background.
Jun 29, 2026IPO· Jun 29, 2026
Q2 2026 Delivered the Most Billion-Dollar Startup Exits Since 2021
IPOMost exits since 2021
Q2 2026 Delivered the Most Billion-Dollar Startup Exits Since 2021
Q2 2026 produced the most billion-dollar startup exits since the 2021 boom, led by SpaceX's blockbuster IPO and its record $60 billion purchase of Cursor parent Anysphere, according to Crunchbase data. While exit counts still trail the 2021 peak, the sheer size of deals -- with Anthropic and OpenAI now filing to test the trillion-dollar mark -- is the defining feature of the reopened liquidity window.
Jun 29, 2026BIG TECH· Jun 26, 2026
FTC Clears Elon Musk to Acquire SpaceX-Alumni Startup Mesh
BIG TECHFTC clearance
FTC Clears Elon Musk to Acquire SpaceX-Alumni Startup Mesh
The Federal Trade Commission has cleared Elon Musk to acquire Mesh, a startup founded by SpaceX alumni, removing the regulatory hurdle for another addition to Musk's sprawling corporate empire. The green light comes as a newly public, cash-rich SpaceX deploys its stock on an acquisition spree, and as antitrust scrutiny of Musk-linked deals draws fresh attention.
Jun 26, 2026BIG TECH· Jun 26, 2026
OpenAI, SpaceX and the Scramble to Build Custom AI Chips -- and Escape Nvidia
BIG TECHCustom silicon
OpenAI, SpaceX and the Scramble to Build Custom AI Chips -- and Escape Nvidia
From OpenAI to SpaceX, the most compute-hungry companies in tech are now designing their own silicon, intensifying pressure on Nvidia's dominance of AI hardware. OpenAI recently unveiled its first custom chip built with Broadcom, and the broader move toward in-house accelerators reflects a strategic push to cut costs, secure supply, and avoid paying Nvidia's margins on every training run and inference call.
Jun 26, 2026BIG TECH· Jun 26, 2026
FTC Clears Musk to Acquire Mesh, the SpaceX-Alumni Optical-Interconnect Startup
BIG TECHMesh acquisition
FTC Clears Musk to Acquire Mesh, the SpaceX-Alumni Optical-Interconnect Startup
The FTC expedited its antitrust review and cleared Elon Musk to acquire Mesh Optical Technologies, a startup founded by three former SpaceX engineers that builds high-speed optical transceivers for data-center communications. Mesh emerged from stealth in February with a $50M Series A led by Thrive Capital; the acquisition slots directly into Musk's push to make his AI data centers faster and more energy-efficient.
Jun 26, 2026IPO· Jun 25, 2026
SpaceX's $60B Cursor Deal Puts the US on Track for a Record Startup M&A Year
IPO$119.8B+ YTD
SpaceX's $60B Cursor Deal Puts the US on Track for a Record Startup M&A Year
Acquirers have spent at least $119.8 billion buying US startups so far in 2026, on pace to beat 2025's record, with SpaceX's $60 billion purchase of Cursor parent Anysphere -- the largest startup acquisition ever -- leading the charge. Biotech made up half the top-10 deals, signaling that the exit window has reopened broadly, not just for AI.
Jun 25, 2026BIG TECH· Jun 25, 2026
SpaceX Acquires AI Coding Startup Cursor for $60B in the Year's Largest Startup M&A Deal
BIG TECH$60B
SpaceX Acquires AI Coding Startup Cursor for $60B in the Year's Largest Startup M&A Deal
SpaceX, fresh off its record IPO, formalized a $60 billion all-stock acquisition of Anysphere, the company behind the AI coding tool Cursor -- the biggest venture-backed startup M&A deal of 2026. The purchase, exercised from an option SpaceX took in April, hands Elon Musk's rocket maker a foothold in enterprise software development and delivers a generational return to Cursor's backers, including a16z, Thrive and Coatue.
Jun 25, 2026AI· Jun 24, 2026
AI Was Supposed to Kill Engineering Jobs -- New Data Suggests They're the Most Resilient
AI
AI Was Supposed to Kill Engineering Jobs -- New Data Suggests They're the Most Resilient
Despite predictions that AI coding tools would gut software engineering employment, new data suggests engineering roles are among the most resilient to AI disruption, according to TechCrunch. The finding complicates the dominant narrative -- reinforced this week by SpaceX's $60B Cursor deal -- that agentic coding is rapidly replacing human developers.
Jun 24, 2026FUNDING· Jun 24, 2026
Valor Equity Partners Looks to Raise a $2.5B Fund VII on Its SpaceX and Anduril Marks
FUNDING$2.5B target
Valor Equity Partners Looks to Raise a $2.5B Fund VII on Its SpaceX and Anduril Marks
Antonio Gracias's Valor Equity Partners is raising a $2.5 billion Fund VII, per Bloomberg -- a step up from the $2.35 billion Fund VI it closed in 2024. A long-time backer of Elon Musk's companies, Valor has reserved part of the new fund for additional SpaceX investment, where it owns roughly 4% of the now-public rocket maker.
Jun 24, 2026AI· Jun 22, 2026
SpaceX Signs a $6.3B Compute Deal to Rent GPUs to Open-Source Lab Reflection AI
AI$6.3B
SpaceX Signs a $6.3B Compute Deal to Rent GPUs to Open-Source Lab Reflection AI
SpaceX has agreed to supply Reflection AI -- an open-weight AI lab founded by ex-Google DeepMind researchers -- with Nvidia GB300 capacity at its Colossus 2 data center near Memphis, for $150 million a month from July 2026 through 2029, a $6.3 billion contract. The deal sits alongside SpaceX's even larger compute agreements with Anthropic ($1.25B/month) and Google ($920M/month), cementing the rocket company as a major AI-infrastructure landlord.
Jun 22, 2026BIG TECH· Jun 21, 2026
SpaceX to Acquire Cursor for $60B in Stock -- the Largest Buyout of a Venture-Backed Startup Ever
BIG TECH$60B
SpaceX to Acquire Cursor for $60B in Stock -- the Largest Buyout of a Venture-Backed Startup Ever
Days after the largest IPO in history, SpaceX agreed to acquire AI coding company Cursor (Anysphere) in a $60 billion all-stock deal -- the biggest acquisition of a venture-backed startup on record. Cursor, last valued around $29 billion and reportedly raising at $50 billion, will be folded into Musk's AI effort to challenge OpenAI and Anthropic in code, with the deal expected to close in Q3 2026.
Jun 21, 2026BIG TECH· Jun 19, 2026
NASA Picks Eric Schmidt's Relativity Space for a 2028 Mars Mission, Setting Up a Race With SpaceX
BIG TECH2028 Mars mission
NASA Picks Eric Schmidt's Relativity Space for a 2028 Mars Mission, Setting Up a Race With SpaceX
NASA selected Relativity Space -- the rocket company Eric Schmidt took over and now runs as CEO -- to build and fly the Aeolus orbiter to Mars in 2028, funded by an unnamed philanthropic backer. It's an audacious bet on an unproven launcher and, if it works, could make Relativity the first private mission to reach the Red Planet.
Jun 19, 2026BIG TECH· Jun 18, 2026
SpaceX Buys Cursor Maker Anysphere in $60B All-Stock Deal
BIG TECH~$60B
SpaceX Buys Cursor Maker Anysphere in $60B All-Stock Deal
Freshly public SpaceX agreed to acquire Anysphere, the maker of the AI coding agent Cursor, in a roughly $60 billion all-stock deal -- its first major move into consumer and developer software. The transaction puts SpaceX's newly rich public currency to work and instantly makes Musk's space company a serious AI applications player.
Jun 18, 2026IPO· Jun 18, 2026
SpaceX (SPCX) -- Record $85.7B IPO, Up 58% in Four Sessions
IPO$85.7B
SpaceX (SPCX) -- Record $85.7B IPO, Up 58% in Four Sessions
Priced at $135, opened at $161, and now up roughly 58% over its first four trading sessions, with a market cap that has overtaken Tesla's. Days after listing, SpaceX is already deploying its new currency on a $60B all-stock bid for Cursor.
Jun 18, 2026AI· Jun 18, 2026
'xAI Is a Failure': A Leading AI Researcher Calls Out Musk's Lab
AI3 leaders
'xAI Is a Failure': A Leading AI Researcher Calls Out Musk's Lab
One of the field's most influential researchers publicly argued that xAI has failed to become the frontier challenger Elon Musk promised three years ago, as OpenAI, Anthropic, and Google pull further ahead on both models and revenue. The critique lands as Musk's attention -- and SpaceX's newly public balance sheet -- sits elsewhere.
Jun 18, 2026BIG TECH· Jun 16, 2026
SpaceX Buys Cursor for $60B in All-Stock Deal -- Its First Move as a Public Company
BIG TECH$60B
SpaceX Buys Cursor for $60B in All-Stock Deal -- Its First Move as a Public Company
Days after the largest IPO in history, SpaceX agreed to acquire Anysphere -- the company behind AI coding tool Cursor -- in an all-stock deal valued around $60B, expected to close Q3 2026. Cursor generates roughly $2.6B in annualized revenue, and SpaceX is paying with freshly minted public equity rather than cash.
Jun 16, 2026IPO· Jun 15, 2026
SpaceX IPO Shatters Records: $85.7B Raised, Valuation Crosses $2 Trillion
IPO$85.7B
SpaceX IPO Shatters Records: $85.7B Raised, Valuation Crosses $2 Trillion
SpaceX raised $85.7B across 639M shares in the largest IPO in history, tripling Saudi Aramco's 2019 record. Priced at $135, it opened at $161 and now trades at $178 -- a 32% gain on the offer price that minted billions in day-one paper gains for early employees and secondary-market buyers.
Jun 15, 2026BIG TECH· Jun 9, 2026
FAANG Is Dead -- Wall Street Crowns 'MANGOS' as the New Big Tech
BIG TECH$10T+ combined market cap
FAANG Is Dead -- Wall Street Crowns 'MANGOS' as the New Big Tech
The MANGOS acronym (Meta, Anthropic, Nvidia, Google, OpenAI, SpaceX) replaces FAANG as Wall Street's power index, with a combined projected market cap of $10T+ once all members are public. Half that value was created in the last 18 months alone.
Jun 9, 2026